See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,123 | $68,547+0.8% | $120,354-42.6% | $80,856-14.5% |
| Participation rate | 42.9% | 61.6%-18.7pp | 71.9%-29.1pp | 67.6%-24.8pp |
| Annual return | 22.71% | 23.60%-0.9pp | 107.15%-84.4pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,453 | $2,051-29.2% | $3,463-58.0% | $2,755-47.3% |
| Participant deferral / active EE | $3,122 | $3,173-1.6% | $4,991-37.4% | $4,296-27.3% |
| Admin fee / account holder | $870 | $5,732-84.8% | $9,423-90.8% | $6,918-87.4% |